|
1976
|
Nine Masts Capital
Central,
Hong Kong
|
$32K
|
+$27.6K
|
2
|
0.01%
|
New
|
|
|
1977
|
Security National Trust
Wheeling,
West Virginia
|
$32K
|
+$2.93K
|
2
|
0.01%
|
Increased
|
|
|
1978
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1979
|
America First Investment Advisors
Omaha,
Nebraska
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1980
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$31K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1981
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$30K
|
+$8.94K
|
3
|
0%
|
Increased
|
|
|
1982
|
Hudock Inc
Williamsport,
Pennsylvania
|
$30K
|
+$1.98K
|
6
|
0.01%
|
Increased
|
|
|
1983
|
Atwood & Palmer
Kansas City,
Missouri
|
$29K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
Kelly Financial Services
Braintree,
Massachusetts
|
$27.3K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1986
|
NKCFO LLC
Geneva,
Illinois
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1987
|
Birch Capital Management
Dallas,
Texas
|
$26K
|
+$19.8K
|
1
|
0.03%
|
New
|
|
|
1988
|
Fortis Advisors
Wayne,
Pennsylvania
|
$26K
|
-$40K
|
1
|
0.02%
|
Reduced
|
|
|
1989
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$25K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1990
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Baystate Wealth Management
Boston,
Massachusetts
|
$23K
|
-$575
|
3
|
0%
|
Reduced
|
|
|
1992
|
Bray Capital Advisors
Naples,
Florida
|
$23K
|
-$2K
|
1
|
0.01%
|
Reduced
|
|
|
1993
|
Ironwood Financial
Tucson,
Arizona
|
$23K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1994
|
Raffa Wealth Management
Washington,
District of Columbia
|
$22.6K
|
$0
|
7
|
0.01%
|
Maintained
|
|
|
1995
|
Financial Perspectives
Minneapolis,
Minnesota
|
$22.3K
|
+$20.4K
|
3
|
0.02%
|
New
|
|
|
1996
|
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$22K
|
+$21.9K
|
1
|
0.02%
|
New
|
|
|
1998
|
Monetary Management Group
St Louis,
Missouri
|
$21K
|
-$24.4K
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
Enterprise Trust & Investment
Los Gatos,
California
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Front Row Advisors
Tiburon,
California
|
$20K
|
-$3.29K
|
3
|
0.01%
|
Reduced
|
|